Dave Wilder Email & Phone Number
Managing Partner, Wealth Advisor @ Carson Wealth
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Dave Wilder Location
- Cincinnati, OH, US
Dave Wilder Work
- 2025 -now Managing Partner, Wealth Advisor @
- 2000 -2026 Principal and Chief Investment Officer @
- 1990 -2000 Senior Investment Manager @
Dave Wilder Education
- Villanova University Charles Widger School of Law
Master's Tax Law (Taxation)
1998-2001 - College for Financial Planning
Certified Financial Planner (Financial Planning)
1992-1994 - Villanova University
B.S. Accountancy (Accounting)
1985-1989 - Lower Merion High School
4 Year Degree
1981-1985
Dave Wilder Skills
- 401k
- Accounting
- Alternative Investments
- Asset Allocation
- Asset Management
- Banking
- Budgets
- CRM
- Customer Service
- Due Diligence
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Investment Strategies
- Portfolio Management
- Retirement
- Retirement Planning
- Strategic Financial Planning
- Strategic Planning
- Tax
- Wealth Management
- Investments
- Investment Management
- Financial Services
- Leadership
- Investment Advisory
- Equities
- Mergers
- Risk Management
- Financial Modeling
- Financial Planning
- Mutual Funds
- New Business Development
- Insurance
- Personal Finance
- Nonprofits
- Mergers & Acquisitions
- Microsoft Office
- Mergers and Acquisitions
- Integration
- Microsoft Excel
- Business Strategy
- Sales
- Program Management
Dave Wilder Summary
- Dave Wilder, based in Cincinnati, OH, US, is currently a Managing Partner, Wealth Advisor at Carson Wealth. Dave Wilder brings experience from previous roles at Total Wealth Planning, LLC and The Vanguard Group. Dave Wilder holds a 1998 - 2001 Master's Tax Law in Taxation @ Villanova University Charles Widger School of Law. With a robust skill set that includes 401k, Accounting, Alternative Investments, Asset Allocation, Asset Management and more. Dave Wilder has 2 emails and 1 mobile phone numbers on RocketReach.
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